Importing a Template

Add a template to your client with a preview and fresh STO progress.

2 min Updated March 29, 2026

Import a Template

Tap any template to preview its details - description, targets, recording methods, and mastery criteria. When you’re ready, tap Use Template and select the client who will receive it.

Template detail showing description and targets, with Use Template button leading to client selection

TallyFlex creates the targets under your selected client with:

  • Fresh data - No previous session history
  • STO progress reset - All objectives start at zero
  • Mastery criteria preserved - Carries over from the template

You can start collecting data immediately.


What’s Next?


Need Help?

Questions about importing templates? Email support@tallyflex.com for assistance.